Order statuses encompass details about the payment and fulfillment state of a specific order. Besides default statuses that are pre-installed in your store, you can devise tailored order statuses to match your business needs. For instance, if you require a "Partially Dispatched" status for orders shipped in multiple parcels, or a "Awaiting Finance Approval" status for invoices awaiting financial review before payment can be made.
Custom statuses will be accessible on the Orders page within your store's administration panel, allowing you to assign them manually, view them within order details, and utilize them for order filtration. Customers can observe custom statuses within order confirmation emails and within their customer profiles within your store.
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Incorporating custom statuses into your store
You can introduce up to three payment and three fulfillment statuses to your store. The custom statuses you create will coexist with the default order statuses and can be utilized in the same manner.
To introduce a custom status:
- Navigate from your store admin to Settings → General → Cart & Checkout.
- Scroll to the Custom order statuses section, then select Manage Custom Statuses.
- On the ensuing page, click + Add Status.
- Input a unique status name and designate its category (payment or fulfillment). You can view a list of both custom and default statuses present in your store in the description:
If your store is multilingual, you can input status names in all supported languages. - (optional) Activate the Send the "Order status changed“ customer notification when the status is assigned toggle if you desire customers to receive the "Order status changed" notification when you assign this status to an order.
- Click Add Status.
That concludes the process! You've introduced a custom order status to your store. Now, you can assign it to your orders via the My sales → Orders page within your store admin.
Once you assign a custom status to an order, it will be visible in customer and administration notifications, as well as within customer profiles within your store. Custom statuses are also included in CSV exports of your orders.
Assigning custom statuses to orders
Once you integrate a custom status into your store, you can manually allocate it to any existing order.
To allocate a custom status to an order:
- From your store admin, navigate to My sales → Orders.
- Locate your order and select the status dropdown (payment or fulfillment):
- Choose your custom status from the list.
You can also assign custom order statuses in bulk by selecting the orders from the list and clicking Mass Update → Change payment status for selected orders or Mass Update → Change fulfillment status for selected orders.
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- Create specific payment statuses
Some products may have a unique payment process, for example, they should be prepaid. In this case, you can add specific statuses like “Partial payment” or “Deposit paid”.
Learn more about Crearing custom order statuses.
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Modifying custom statuses
You have the ability to modify any custom status within your store. For instance, if at a later time you wish to alter the name of the status to better suit your business needs.
To modify a custom status:
- Proceed to Settings → General → Cart & Checkout → Custom order statuses, then select Manage Custom Statuses. On the following page, you will find a list of custom statuses you have created.
- Click Actions → Edit for the status you wish to modify.
- Adjust the status name, type, and/or email notification settings.
- Click Save.
That’s it! The updated status will now be reflected in your store.
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Removing custom statuses
You have the option to permanently remove custom statuses you have created in your store.
To remove a custom status:
- Go to Settings → General → Cart & Checkout → Custom order statuses, then select Manage Custom Statuses. On the ensuing page, you will see a list of custom statuses you’ve created.
- Click Actions → Delete → Yes for the status you wish to remove.
Upon deletion, the status will no longer be available for allocation. It will also be removed from order details on the Orders page in your store admin, as well as from customer accounts.